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Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Rubriques
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Decision tables and trees
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Module
Decision tables and trees
4 Rubriques
35 mins
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
Digital messaging
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Module
Digital messaging
3 Rubriques
25 mins
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Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...
Identifying duplicate Cases
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Module
Identifying duplicate Cases
1 Rubrique
10 mins
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Rubrique
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Escalating late work
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Module
Escalating late work
1 Rubrique
10 mins
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.
Flow Action processing
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Module
Flow Action processing
2 Rubriques
20 mins
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In Pega Platform™, you can add pre- and post-processing Actions to a Flow Action to manipulate data. These Actions enable you to add related tasks to...
Form autofill
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Module
Form autofill
3 Rubriques
20 mins
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Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...
Managing concurrent Case access
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Module
Managing concurrent Case access
1 Rubrique
15 mins
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Learn how Pega Platform™ manages multiple users accessing the same Case and configure Case locking to avoid potential conflicts in production...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Rubrique
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.